Latest Institutional Purchases of Ishares Msci Usa Quality Facto (QUAL)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Quality Facto (QUAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.15KNew |
$209K - $223K
|
1.15K
$223K
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.15KNew |
$209K - $223K
|
1.15K
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.14K+ 38.27% |
$209K - $223K
|
4.13K
$803K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.14KNew |
$207K - $221K
|
1.14K
$221K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.13K+ 80.47% |
$205K - $219K
|
2.52K
$490K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.12K+ 1.92% |
$205K - $218K
|
59.7K
$11.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.12K+ 3.51% |
$204K - $218K
|
33.1K
$6.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.1KNew |
$200K - $214K
|
1.1K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.1KNew |
$200K - $213K
|
1.1K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Geneva Partners, LLC
|
BUY
|
- |
1.09K+ 2.25% |
$199K - $212K
|
49.7K
$9.65M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.09KNew |
$199K - $212K
|
1.09K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.08KNew |
$197K - $210K
|
1.08K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.07KNew |
$194K - $207K
|
1.07K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.06KNew |
$194K - $207K
|
1.06K
$207K
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.06KNew |
$193K - $206K
|
1.06K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.06KNew |
$192K - $205K
|
1.06K
$205K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.06KNew |
$192K - $205K
|
1.06K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.05KNew |
$192K - $205K
|
1.05K
$205K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.05K+ 18.22% |
$192K - $205K
|
6.83K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.05KNew |
$192K - $205K
|
1.05K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.05KNew |
$191K - $204K
|
1.05K
$204K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.05KNew |
$191K - $204K
|
1.05K
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
1.05KNew |
$191K - $203K
|
1.05K
$203K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.04K+ 100.97% |
$190K - $202K
|
2.07K
$403K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1.04KNew |
$189K - $202K
|
1.04K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.02K+ 1.61% |
$186K - $198K
|
64.4K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.01K+ 2.81% |
$184K - $196K
|
36.9K
$7.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
990+ 16.98% |
$181K - $193K
|
6.82K
$1.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
989+ 1.44% |
$180K - $192K
|
69.5K
$13.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
974+ 4.93% |
$178K - $189K
|
20.7K
$4.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
964+ 1.91% |
$176K - $187K
|
51.4K
$9.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
950New |
$173K - $185K
|
950
$185K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
942+ 3.22% |
$172K - $183K
|
30.2K
$5.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
941+ 2.02% |
$172K - $183K
|
47.4K
$9.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
923+ 452.45% |
$168K - $180K
|
1.13K
$219K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
915+ 4.59% |
$167K - $178K
|
20.9K
$4.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
913+ 2.08% |
$166K - $178K
|
44.9K
$8.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
912+ 58.09% |
$166K - $177K
|
2.48K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
905+ 11.18% |
$165K - $176K
|
9K
$1.75M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
899+ 2.13% |
$164K - $175K
|
43.1K
$8.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
899+ 2.45% |
$164K - $175K
|
37.6K
$7.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
899+ 59.89% |
$164K - $175K
|
2.4K
$467K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
879+ 13.96% |
$160K - $171K
|
7.18K
$1.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
875+ 8.75% |
$160K - $170K
|
10.9K
$2.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
823+ 11.55% |
$150K - $160K
|
7.95K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
813+ 5.6% |
$148K - $158K
|
15.3K
$2.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
812+ 2.99% |
$148K - $158K
|
27.9K
$5.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
811+ 0.49% |
$148K - $158K
|
166K
$32.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
806+ 2.29% |
$147K - $157K
|
36.1K
$7.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
794+ 25.0% |
$145K - $154K
|
3.97K
$772K
|
|